Marketing Journeys · Care 5.1 · Worksheet

Your Welcome

Turn a buyer into a believer. Build the fast, warm welcome that starts the loyalty.

How to use this: the booking is the start line, not the finish line. A new client feels excitement AND a flicker of doubt. Build the welcome here so the doubt never takes root. Send it within hours, warm and personal.
Speed matters: the first hours after a booking decide the relationship. Silence breeds doubt. A warm welcome, fast, ends it.

1 · The four things in a great welcome

The warm note
"I'm so glad we're doing this"
What happens next
settle the nerves
One point of contact
you, so they're never lost
A small wow
an unexpected touch

2 · Your welcome note

Hi [name], I'm so glad we're doing this. [Trip] is going to be wonderful. Here's what happens next: [step]. I'm your one point of contact the whole way.

3 · Your what-happens-next

"what I'll need from you and when / when you'll hear from me next / how to reach me anytime"

4 · Your one small wow

a handwritten card, a destination playlist, a "read this before you go" pick, a small local treat

Put your Second Mate to work

Two prompts to try now. The full set is in the library, How to Prompt Your Second Mate. Swap the [brackets] for your details.
Write my welcome note
Write a warm, personal welcome note for a client who just booked [TRIP]. Make them feel they chose the right advisor: genuine excitement, a clear "here's what happens next," and that I'm their one point of contact. Not an auto-receipt. My voice: [VOICE].
Suggest a small wow
Suggest 5 small, affordable "wow" touches to send a client who just booked [TRIP] for [OCCASION]. Personal and memorable, not generic swag. Things that make them feel I really see them.
Marketing Journeys · The Tradewinds Method · We don't hand you a course, we build your business with you. Automating your welcome is in the Specialty Library. Stuck? Bring it to Professor Hours, book a 1:1, or hire us.